2020-05-13T11:37:19-05:00 2019-06-30 ERNST & YOUNG US LLP 4365 EXECUTIVE DR STE 1600 SAN DIEGO CA 92121 990 2018-07-01 990073480 TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP % LOUIS K ANDERSON TRUS 8085236200 567 S KING STREET SUITE 200 HONOLULU HI 96813 LIVINGSTON SM WONG CEO 8085236200 2020-05-11 JOCELYNE MILLER P00634378 8585357200 181.197.206.199 33577420201345000001 2020-05-13 P C33C45361608133B856865777DB32309C6FF4A2B DE6C2DF5A9AF955A85F13E615B2394729CA127AA 2018 2021-01-29 14:40:06Z KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG 567 S KING STREET SUITE 200 HONOLULU HI 96813 6383117801 false X WWW.KSBE.EDU X 1885 HI KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY. 5 5 3849 5110 11206052 2091417 76762 166339 40084862 41798470 253251076 412448252 115103023 112977927 408515723 567390988 95388635 109302764 0 0 223158041 230075101 0 0 0 282707756 204813437 601254432 544191302 -192738709 23199686 9460044773 9532300507 648452380 644554137 8811592393 8887746370 X KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY. false false 389130435 109302764 46895165 KAMEHAMEHA SCHOOLS WAS ESTABLISHED UNDER THE WILL AND CODICILS OF BERNICE PAUAHI BISHOP IN 1885 AND OPENED IN 1887 AND IS NOW ONE OF THE LARGEST SCHOOLS IN THE UNITED STATES SERVING KINDERGARTEN THROUGH GRADE 12 AND 29 PRESCHOOLS. FOR OVER ONE-HUNDRED AND THIRTY YEARS, KAMEHAMEHA SCHOOLS HAS CONTINUOUSLY PROVIDED QUALITY EDUCATION GIVING PREFERENCE TO STUDENTS OF HAWAIIAN ANCESTRY TO THE EXTENT PERMITTED BY LAW. (SEE SCHEDULE O FOR ADDITIONAL INFORMATION ON PROGRAM SERVICE ACCOMPLISHMENTS). 389130435 true true false true false false false true false true true true false false true true false true true true true false false false true false false true true true false false false false true false true false false false false false true true true true false false true X 831 0 true 3849 true true true true false false false false false false false false false false X 5 5 true false false false false false false true true false false true true true true true true true true false HI X LOUIS K ANDERSON 8085236200 567 S KING STREET SUITE 200 HONOLULU HI 96813 X MICAH KANE TRUSTEE 10.0 2.0 X 207074 0 0 LANCE WILHELM TRUSTEE 10.0 2.0 X 169427 0 0 ROBERT NOBRIGA TRUSTEE 10.0 2.0 X 174427 0 0 CORBETT KALAMA TRUSTEE 10.0 2.0 X 156927 0 0 ELLIOT MILLS TRUSTEE 10.0 2.0 X 0 0 176924 L JACK WONG CEO 50.0 1.0 X 793635 0 69847 DARREL HOKE EVP - ADMINISTRATION 50.0 1.0 X 414718 0 61045 KEVIN COCKETT VP - COMMUNICATIONS/CCO 50.0 0.0 X 198311 0 37041 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 50.0 1.0 X 228863 0 43350 TIMOTHY SLOTTOW EVP - FINANCE & CFO 50.0 1.0 X 658308 0 32287 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 50.0 1.0 X 291364 0 54929 LAUREN NAHME VP - STRATEGY & INNOVATION 50.0 0.0 X 342758 0 47984 ELIZABETH HOKADA CHIEF INVESTMENT OFFICER 50.0 1.0 X 1128993 0 91048 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 50.0 0.0 X 242814 0 39339 SCOTT PARKER HEAD OF SCHOOL - MAUI 50.0 0.0 X 201891 0 25317 M KAHEALANI NAEOLE-WONG HEAD OF SCHOOL - BIG ISLAND 50.0 0.0 X 246597 0 25992 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 484857 0 46949 CARA NAKAMURA DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 389367 0 71267 JON IWATANI DIRECTOR - FINANCIAL ASSETS 50.0 1.0 X 373220 0 49615 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 50.0 1.0 X 363062 0 62778 JEFF HEIDSIECK DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 327960 0 33500 BENJAMIN SALAZAR FORMER INT EVP - FIN & CFO 50.0 1.0 X 279618 0 58930 M WAI'ALE'ALE SARSONA FORMER INT VP-STRATEGIC PLNG 50.0 0.0 X 194011 0 44725 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 50.0 0.0 X 160314 0 36712 WINONA WHITE FORMER VP - HUMAN RESOURCES 50.0 0.0 X 287267 0 29150 JOY KONO FORMER INTERIM VP - ADMIN. 50.0 0.0 X 154628 0 39442 BURTON YUEN FORMER KEY EMPLOYEE 50.0 0.0 X 814365 0 83429 9284776 0 1261600 347 true true false KIEWIT BUILDING GROUP INC 707 RICHARDS ST STE 750 HONOLULU HI 968134613 CONSTRUCTION SERVICE 5672702 GOTO CONSTRUCTION INC 730 MOOWA ST STE B HONOLULU HI 968174429 CONSTRUCTION SERVICE 3915451 FH CONSTRUCTION 1115 E LOCKEFORD ST LODI CA 952400878 CONSTRUCTION SERVICE 2437790 COMPASS GROUP USA INC 2400 YORKMONT RD CHARLOTTE NC 282174511 FOOD SERVICE 2300530 UWORKCOM INC 200 WALKER ST SW STE B ATLANTA GA 303131200 WORKFORCE SOLUTIONS 2274776 174 48894 10000 107445 166339 TUITION 611600 34485221 34485221 STUDENT FEES 611600 6719802 6719802 BOOKSTORE 611600 408845 408845 FOOD SERVICES 611600 90421 90421 INTEREST INCOME 611600 77549 77549 16632 16632 41798470 85931012 8700352 77230660 0 133539 133539 237269011 134052784 103216227 0 103216227 103216227 6000727200 7171164 5681056670 324454 319670530 6846710 326517240 326517240 786463 292905 493558 493558 0 0 0 0 0 0 NET PREMIUMS EARNED 524126 3133591 3123677 9914 PARKING 812930 2461430 2461430 STUDENT ACTIVITIES 611600 1973018 1973018 1566564 34356 1532208 9134603 567390988 46895165 11206052 509123432 39911382 39911382 69391382 69391382 0 0 5993508 806962 5186546 2065656 2065656 167084442 128282750 38801692 18770122 13834531 4935591 23295906 17170263 6125643 12865467 9482501 3382966 427626 98639 328987 2718548 2718548 337413 337413 53752 53752 0 36884586 36884586 32451017 16232984 16218033 568452 127723 440729 8189636 3696347 4493289 10259394 682311 9577083 0 12624868 10149862 2475006 3966180 2773936 1192244 0 1369171 957101 412070 11169381 7916063 3253318 0 41876268 37720085 4156183 2960392 2321559 638833 REPAIRS & MAINTENANCE 13116303 11265901 1850402 SUPPLIES 12362278 10723453 1638825 STUDENT EXPENSES 5946159 3668461 2277698 BUSINESS 2558151 1181350 1376801 4973862 734889 4238973 544191302 389130435 155060867 0 18817 18817 141551528 95213887 0 0 34343976 12488294 0 0 0 0 18734 15971 0 0 130627887 130284993 1613787036 780260454 855424413 833526582 1302387951 1145427737 6912970633 7228255001 0 0 0 0 82700834 87069225 9460044773 9532300507 155604326 67620008 0 0 162669463 159946906 0 0 0 0 0 0 230119047 319119047 0 0 100059544 97868176 648452380 644554137 X 8811592393 8887746370 0 0 0 0 8811592393 8887746370 9460044773 9532300507 X 23199686 59740478 -6786187 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1551 0 72190 0 73741 0 507232975 0 507306716 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 63727 73517 91969 72190 301403 250000 250000 250000 250000 1000000 1500000 13790 121 0 1551 15462 583000 X X X X false 20862234 1117421 675351 304889 22350117 19798716 784015 709125 429622 20862234 17322078 1095315 1800604 419281 19798716 17787939 786810 -486997 765674 17322078 13844609 4426295 -456231 26734 17787939 0.04000 0.96000 false true true 106476095 106476095 1373720328 717640537 656079791 94477134 62375444 32101690 39113479 244473 38869006 833526582 EQUITY 4336523000 F ABSOLUTE RETURN 2092735000 F REAL ASSETS 583634000 F OTHER 215363001 F 7228255001 0 ACCRUED POST RETIREMENT 64745400 DEFERRED COMPENSATION PLAN 7640314 CAPITAL LEASE 17672286 OTHER LIABILITIES 7810176 97868176 X SCHEDULE D, PART III, LINE 4 ART COLLECTION THE KAMEHAMEHA SCHOOLS' FINE ARTS COLLECTION ("COLLECTION") INCLUDES OVER 500 ART PIECES THAT HAVE BEEN PURCHASED, COMMISSIONED, OR ACQUIRED THROUGH DONATIONS. THE PIECES RANGE FROM HISTORICAL TO CONTEMPORARY AND ENCOMPASS A BROAD SPECTRUM OF MEDIA INCLUDING SCULPTURE, DRAWING, PAINTING, PRINTING, AND PHOTOGRAPHY. KAMEHAMEHA SCHOOLS HAS IDENTIFIED THE FOLLOWING AS THE ROLE OF ART WITHIN THE INSTITUTION: - TO INSPIRE AND EDUCATE - TO FOSTER AN APPRECIATION AND RESPECT FOR ARTISTIC EXPRESSION - TO EMBODY THE ESSENCE OF NATIVE HAWAIIAN LANGUAGE, CULTURE, HISTORY, TRADITIONS, AND VALUES. THE COLLECTION SERVES AS A VALUABLE EDUCATIONAL RESOURCE FOR TEACHERS AND STUDENTS. THE ADMINISTRATION AND GOVERNANCE OF THE COLLECTION IS THE RESPONSIBILITY OF KAMEHAMEHA SCHOOLS' ENTERPRISE CONTENT AND RECORDS MANAGEMENT (ECRM) DEPARTMENT. ECRM WILL WORK WITH INTERNAL ADVISORY DEPARTMENTS TO ALIGN THE EDUCATIONAL VALUE OF THE COLLECTION WITH THE DEVELOPMENT AND ENFORCEMENT OF APPROPRIATE STANDARDS OF PRACTICE FOR FINE ART LIFECYCLE MANAGEMENT (FROM ACQUISITION TO DISPOSITION). SCHEDULE D, PART V, LINES 2A AND 2B CHANGE IN ENDOWMENT PRESENTATION AND PERCENTAGES: THE PERCENTAGE SHOWN AS BOARD DESIGNATED OR QUASI-ENDOWMENT REPRESENTS ENDOWMENT NET ASSETS WITHOUT DONOR RESTRICTIONS. THE PERCENTAGE SHOWN AS PERMANENT ENDOWMENT REPRESENTS ENDOWMENT NET ASSETS WITH DONOR RESTRICTIONS INCLUDING THOSE WITH TEMPORARY RESTRICTIONS. THIS IS CONSISTENT WITH THE PRESENTATION OF NET ASSETS ON THE AUDITED FINANCIAL STATEMENTS, WHICH ARE CLASSIFIED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THIS CHANGE IN PRESENTATION FROM PRIOR YEAR IS DUE TO THE ADOPTION OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS UPDATE NO. 2016-14, "PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES", WHICH PROVIDES FOR ADDITIONAL DISCLOSURE REQUIREMENTS ABOUT THE COMPOSITION OF NET ASSETS AND LIQUIDITY. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE KE ALI'I PAUAHI FOUNDATION, A RELATED SUPPORTING ORGANIZATION TO KAMEHAMEHA SCHOOLS, HOLDS AND ADMINISTERS CERTAIN ENDOWMENT FUNDS FOR THE PURPOSE OF AWARDING VARIOUS SCHOLARSHIPS AND FINANCIAL AID ON BEHALF OF KAMEHAMEHA SCHOOLS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE: THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS UTILIZING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AT JUNE 30, 2019 AND 2018, MANAGEMENT BELIEVES THERE WERE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS REGULARLY PUBLICIZED THROUGH VARIOUS PRINT, BROADCAST, AND ELECTRONIC MEDIA AND IS INCLUDED WITH PROMOTIONAL INFORMATION CONCERNING PROGRAM OFFERINGS. Central America and the Caribbean Investments N/A 2513790232 East Asia and the Pacific 1 Investments N/A 321034683 Europe (Including Iceland and Greenland) Investments N/A 425619247 Middle East and North Africa Investments N/A 5065915 North America Investments N/A 76310657 Russia and the Newly Independent States Investments N/A 5191225 South America Investments N/A 57488372 South Asia 1 Investments N/A 36288833 Sub-Saharan Africa Investments N/A 74592637 2 2 3515381801 3515381801 true false true true true true STUDENT ACTIVTY 786463 786463 300 3452 289153 0 786463 786463 300 3452 289153 292905 493558 true AFTER-SCHOOL ALL-STARS HAWAII 4747 KILAUEA AVENUE HONOLULU HI 96816 274604870 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT AHA PUNANA LEO INC 96 PUUHONU PLACE HILO HI 96720 990226111 501(C)(3) 2529750 N/A N/A EDUCATIONAL SUPPORT AINA MOMONA PO BOX 376 HOOLEAHUA HI 96729 821366588 501(C)(3) 30000 N/A N/A EDUCATIONAL SUPPORT AKAULA SCHOOL PO BOX 2098 KAUNAKAKAI HI 96748 562393609 501(C)(3) 131400 N/A N/A EDUCATIONAL SUPPORT ALAKAINA 1600 KAPIOLANI BLVD NO 530 HONOLULU HI 96814 461958390 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT ALU LIKE INC 2969 MAPUNAPUNA PLACE HONOLULU HI 96819 510151095 501(C)(3) 1305763 N/A N/A EDUCATIONAL SUPPORT ASSETS SCHOOL ONE OHANA NUI WAY HONOLULU HI 96818 996001152 501(C)(3) 234000 N/A N/A EDUCATIONAL SUPPORT BIG ISLAND SUBSTANCE ABUSE COUNCIL 16-179 MELEKAHIWA ST KEAAU HI 96749 990118043 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT BISHOP MUSEUM 1525 BERNICE ST HONOLULU HI 968172704 996048707 501(c)(3) 126000 N/A N/A EDUCATIONAL SUPPORT BOYS & GIRLS CLUB OF THE BIG ISLAND 100 KAMAKAHONU STREET HILO HI 96720 810575345 501(C)(3) 250000 N/A N/A EDUCATIONAL SUPPORT BOYS & GIRLS CLUBS OF MAUI INC 100 KANALOA AVENUE KAHULUI HI 96732 990272347 501(C)(3) 197334 N/A N/A EDUCATIONAL SUPPORT BOYS AND GIRLS CLUB OF HAWAII 345 QUEEN STREET HONOLULU HI 96813 996005407 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT CHAMINADE UNIVERSITY OF 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HONOLULU HI 96813 990261283 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT HAWAII FARMERS UNION FOUNDATION PO BOX 443 MAKAWAO HI 96768 475653259 501(C)(3) 248210 N/A N/A EDUCATIONAL SUPPORT HAWAII FOREST INDUSTRY ASSOCIATION PO BOX 66 OOKALA HI 96774 990279337 501(C)(6) 293810 N/A N/A EDUCATIONAL SUPPORT HAWAII INVESTMENT READY 4545 SIERRA DR APT A HONOLULU HI 96816 814611816 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT HAWAII MAOLI PO BOX 3866 HONOLULU HI 96812 943274865 71500 N/A N/A EDUCATIONAL SUPPORT HAWAII PUBLIC TELEVISION FOUNDATION 315 SAND ISLAND ACCESS ROAD HONOLULU HI 96819 990334518 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT HAWAII RISE FOUNDATION 11 SILVA STREET HILO HI 96720 821596718 501(C)(3) 40000 N/A N/A EDUCATIONAL SUPPORT HIKAALANI PO BOX 342020 KAILUA HI 96734 010958081 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT HO'OKAKO'O CORPORATION 1360 S BERETANIA ST SUITE 202 HONOLULU HI 96814 760717301 501(C)(3) 1668400 N/A N/A EDUCATIONAL SUPPORT HOOKUAAINA PO BOX 342146 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KAPOLEI HI 96707 680534162 501(C)(3) 220000 N/A N/A EDUCATIONAL SUPPORT ISLAND SCHOOL 3-1875 KAUMUALII HWY LIHUE HI 96766 990171474 501(C)(3) 271250 N/A N/A EDUCATIONAL SUPPORT KA HULI O HALOA PO BOX 1159 KANEOHE HI 96744 753115246 501(C)(3) 238500 N/A N/A EDUCATIONAL SUPPORT KAALA FARM INC PO BOX 630 WAIANAE HI 96792 990242181 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT KAI LOA INC 46-500 KUNEKI STREET KANEOHE HI 96744 201362545 501(C)(3) 338500 N/A N/A EDUCATIONAL SUPPORT KAILAPA COMMUNITY ASSOCIATION 61-4011 KAI OPAE PL KAMUELA HI 96743 202448236 501(C)(3) 40000 N/A N/A EDUCATIONAL SUPPORT KAKOO OIWI 46-005 KAWA ST STE 104 KANEOHE HI 96744 571236490 501(C)(3) 203170 N/A N/A EDUCATIONAL SUPPORT KAMA'AHA EDUCATION INITIATIVE 1500 KALANIANAOLE AVENUE HILO HI 96720 432029008 501(C)(3) 697169 N/A N/A EDUCATIONAL SUPPORT KANAKA AUPUNI A NIIHAU ALOHA PO BOX 74 KEKAHA HI 96752 203044246 501(C)(3) 134141 N/A N/A EDUCATIONAL SUPPORT KANEHUNAMOKU VOYAGING ACADEMY 47-705 KAMEHAMEHA HWY UNIT A KANEOHE HI 96744 465563571 501(C)(3) 125000 N/A N/A EDUCATIONAL SUPPORT KANU I KA PONO INC 4333 KUKUIHALE ROAD PO BOX 12 ANAHOLA HI 96703 990347359 501(C)(3) 410175 274282 FMV IT INFRASTRUCTURE EDUCATIONAL SUPPORT KANU O KA AINA LEARNING OHANA PO BOX 6511 KAMUELA HI 96743 990352665 501(C)(3) 1214350 N/A N/A EDUCATIONAL SUPPORT KAUAHEA INC PO BOX 966 WAILUKU HI 96793 990314456 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT KE KULA O'PI'ILANI PO BOX 881176 PUKALANI HI 96788 812656151 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT KEAUKAHA COMMUNITY ASSOCIATION INC PO BOX 5146 HILO HI 96720 990344099 501(C)(3) 160500 N/A N/A EDUCATIONAL SUPPORT KEIKI O KA AINA PRESCHOOL INC 3097 KALIHI ST HONOLULU HI 96819 990327534 501(C)(3) 250860 N/A N/A EDUCATIONAL SUPPORT KHM INTERNATIONAL (KA HONUA MOMONA) PO BOX 482188 KAUNAKAKAI HI 96748 200987319 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT KINAI EHA 46-167 MALINA PL STE 1 KANEOHE HI 96744 821366272 501(C)(3) 257550 N/A N/A EDUCATIONAL SUPPORT KOHALA 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501(C)(3) 85000 N/A N/A EDUCATIONAL SUPPORT LIVABLE HAWAII KAI HUI PO BOX 25493 HONOLULU HI 96825 260090676 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT LOILOA 45 KAULUWEHI PL KULA HI 96790 320301411 501(C)(3) 30000 N/A N/A EDUCATIONAL SUPPORT MA KA HANA KA IKE BUILDING PROGRAM PO BOX 968 HANA HI 96713 020556883 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT MAILIKUKAHI AINA MOMONA ACADEMY 45-081 WAIKALUA RD KANEOHE HI 96744 475658435 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT MALAMA HONUA PUBLIC CHARTER SCHOOL FDN 41-054 EHUKAI STREET WAIMANALO HI 96795 465734248 501(C)(3) 222875 N/A N/A EDUCATIONAL SUPPORT MALAMA KAUAI PO BOX 1414 KILAUEA HI 96754 205137488 501(C)(3) 25000 N/A N/A EDUCATIONAL SUPPORT MALAMA LEARNING CENTER PO BOX 1662 HONOLULU HI 96806 200442056 501(C)(3) 210000 N/A N/A EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT MALAMA LOKO EA FOUNDATION 62-540B KAMEHAMEHA HWY HALEIWA HI 96712 271307663 501(C)(3) 327020 N/A N/A EDUCATIONAL SUPPORT MALAMA MAUNALUA 7192 KALANIANAOLE A143A HONOLULU HI 96825 364671116 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT MAUI ECONOMIC DEVELOPMENT BOARD INC 1305 N HOLOPONO ST 1 KIHEI HI 96753 990226377 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT MAUI FAMILY SUPPORT SERVICES INC 1844 WILI PA LOOP WAILUKU HI 96793 990208152 501(C)(3) 94469 N/A N/A EDUCATIONAL SUPPORT MOKAUEA FISHERMEN'S ASSOCIATION 4 SAND ISLAND ACCESS ROAD HONOLULU HI 96819 510204581 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT NA KALAI WAA PO BOX 748 KAMUELA HI 967439705 990304846 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT NA MAKA O PAPAHANAUMOKUAKEA PO BOX 1769 KAMUELA HI 96743 208944350 62167 N/A N/A EDUCATIONAL SUPPORT NAKOA FOUNDATION PO BOX 4887 KAILUA KONA HI 96745 270856575 501(C)(3) 16000 N/A N/A EDUCATIONAL SUPPORT NATIONAL PACIFIC AMERICAN LEADERSHIP INSTITUTE 8701 MADRONA LN EDMONDS WA 98026 272053447 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT NATIVE NATIONS EDUCATION FOUNDATION PO BOX 4278 HILO HI 96720 481307077 501(C)(3) 100000 N/A N/A EDUCATIONAL 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KAAHUMANU ST AIEA HI 96701 464326249 501(C)(3) 605607 N/A N/A EDUCATIONAL SUPPORT SAINT LOUIS SCHOOL 3142 WAIALAE AVE HONOLULU HI 96816 990272260 501(C)(3) 1880000 N/A N/A EDUCATIONAL SUPPORT ST ANDREW'S PRIORY SCHOOL 224 QUEEN EMMA SQUARE HONOLULU HI 96813 990073525 501(C)(3) 529000 N/A N/A EDUCATIONAL SUPPORT STATE OF HAWAII DEPARTMENT OF EDUCATION PO BOX 2360 HONOLULU HI 93804 990266482 GOVT ENTITY 1126066 N/A N/A EDUCATIONAL SUPPORT SUPPORTING THE LANGUAGE OF KAUAI INC 3-1821J KAUMUALII HWY LIHUE HI 96766 204088998 501(C)(3) 325125 274283 FMV IT INFRASTRUCTURE EDUCATIONAL SUPPORT THE KOHALA CENTER INC PO BOX 437462 KAMUELA HI 96743 990354676 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT THREE MOUNTAIN ALLIANCE FOUNDATION PO BOX 906 VOLCANO HI 96785 472233528 501(C)(3) 301500 N/A N/A EDUCATIONAL SUPPORT ULU AE LEARNING CENTER 1120 KAKALA ST 503 KAPOLEI HI 96707 465123215 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT ULU MAU PUANUI INC PO BOX 685 KAMUELA HI 96743 272218803 501(C)(3) 140540 N/A N/A EDUCATIONAL SUPPORT ULUHAO O HUALALAI PO BOX 130 HOLUALOA HI 96725 462014974 501(C)(3) 42479 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII FOUNDATION 2444 DOLE STREET 105 HONOLULU HI 96822 990085260 501(C)(3) 1536421 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII 2440 CAMPUS ROAD HONOLULU HI 96822 996000354 GOVT ENTITY 3733106 N/A N/A EDUCATIONAL SUPPORT WAIANAE COMMUNITY RE-DEVELOPMENT CORP PO BOX 441 WAIANAE HI 96792 990350803 501(C)(3) 450000 172200 FMV LOAN GUARANTY EDUCATIONAL SUPPORT WAIKIKI HEALTH 277 OHUA AVE HONOLULU HI 96815 990159253 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT WAIPA FOUNDATION PO BOX 1189 HANALEI HI 96714 990313224 501(C)(3) 495755 N/A N/A EDUCATIONAL SUPPORT WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99251 910473310 501(C)(3) 397200 N/A N/A EDUCATIONAL SUPPORT YMCA OF HONOLULU 1441 PALI HWY HONOLULU HI 96813 990073533 501(C)(3) 250000 N/A N/A EDUCATIONAL SUPPORT EDDIE AIKAU FOUNDATION INC 352 AUWAIOLIMU STREET HONOLULU HI 96813 990348944 501(C)(3) 25000 N/A N/A GENERAL SUPPORT ASSOCIATION OF HAWAIIAN CIVIC CLUBS PO BOX 1135 HONOLULU HI 96807 990242276 501(C)(4) 20000 N/A N/A GENERAL SUPPORT HAWAII ACADEMY OF RECORDING ARTS 1414 DILLINGHAM BLVD STE 208 HONOLULU HI 96817 990210166 501(C)(3) 10000 N/A N/A GENERAL SUPPORT COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT 2149 LAUWILIWILI ST STE 200 KAPOLEI HI 96707 910313383 501(C)(3) 10000 N/A N/A GENERAL SUPPORT HAWAII PONOI FOUNDATION 415 ULUNIU STREET STE C KAILUA HI 96734 471389179 501(C)(3) 10000 N/A N/A GENERAL SUPPORT 107 4 SCHOLARSHIPS - PRESCHOOL 2448 16988465 N/A N/A SCHOLARSHIPS - K-12 838 5830298 N/A N/A SCHOLARSHIPS - POST-HIGH 2488 14656987 N/A N/A STIPENDS - POST-HIGH 71 136800 N/A N/A FIN AID - KS STUDENTS PK-12 & SUMMER SCHOOL 8373 31776657 N/A N/A FINANCIAL AID - POST-HIGH STUDENTS 87 2175 N/A N/A SCHEDULE I, PART I, LINE 2 GRANTS TO ORGANIZATIONS: THE GRANTS ARE MADE THROUGH A WRITTEN AGREEMENT WITH AT LEAST ANNUAL REPORTING REQUIREMENTS (PROGRAMMATIC AND FINANCIAL) BY THE ORGANIZATION WHO RECEIVES THE GRANT. IN ADDITION, KS CONDUCTS REGULAR CHECK-INS WITH GRANTEES AND MAY PERIODICALLY CHOOSE TO CONDUCT SITE VISITS TO HELP ENSURE THE OBJECTIVES OF THE GRANT ARE ACHIEVED AND ADDRESS ANY CHALLENGES/ISSUES ON A TIMELY BASIS. GRANTS TO INDIVIDUALS: (I) WITH RESPECT TO SCHOLARSHIPS: SCHOLARSHIP AWARDS ARE MADE THROUGH CHECKS IN THE NAME OF THE RECIPIENT SCHOOLS AND SENT TO THE SCHOOLS. FUNDS NOT USED ARE RETURNED TO KS. THE POST-HIGH SCHOLARSHIP RECIPIENTS ARE ALSO ASSIGNED A COUNSELOR WHO MAINTAINS REGULAR CONTACT WITH THE RECIPIENT AND PROVIDES ANY ASSISTANCE AND GUIDANCE TO HELP THEM MATRICULATE. (II) WITH RESPECT TO STIPENDS: STIPEND AWARDS ARE MADE THROUGH CHECKS IN THE NAME OF THE STUDENT UPON COMPLETION OF A PREAPPROVED INTERNSHIP PROGRAM COORDINATED BY KS. STUDENT INTERNS ARE ASSIGNED A KS COUNSELOR WHO MONITORS THE INTERNSHIP COMPLETION. (III) WITH RESPECT TO FINANCIAL AID: FINANCIAL AID FOR TUITION, MEALS, TRANSPORTATION, AND FEES IS PROVIDED TO STUDENTS WITH A DEMONSTRATED FINANCIAL NEED WHO ACTUALLY ENROLL AND ATTEND KS SCHOOLS. FINANCIAL ASSISTANCE IN THE FORM OF AN APPLICATION PROCESSING FEE WAIVER IS PROVIDED TO UNDERGRADUATE AND POST-BACCALAUREATE STUDENTS APPLYING FOR THE NEED-BASED NA HO'OKAMA A PAUAHI SCHOLARSHIP WITH A DEMONSTRATED FINANCIAL NEED. X true X X X false false false false false false false true false MICAH KANE TRUSTEE 207074 0 0 0 0 0 0 0 0 0 207074 0 0 0 LANCE WILHELM TRUSTEE 169427 0 0 0 0 0 0 0 0 0 169427 0 0 0 ROBERT NOBRIGA TRUSTEE 174427 0 0 0 0 0 0 0 0 0 174427 0 0 0 CORBETT KALAMA TRUSTEE 156927 0 0 0 0 0 0 0 0 0 156927 0 0 0 ELLIOT MILLS TRUSTEE 0 0 0 0 0 0 176924 0 0 0 176924 0 0 0 L JACK WONG CEO 633046 0 158825 0 1764 0 45300 0 24547 0 863482 0 0 0 DARREL HOKE EVP - ADMINISTRATION 349646 0 64000 0 1072 0 35712 0 25333 0 475763 0 0 0 KEVIN COCKETT VP - COMMUNICATIONS/CCO 197771 0 0 0 540 0 14723 0 22318 0 235352 0 0 0 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 227184 0 0 0 1679 0 24121 0 19229 0 272213 0 0 0 TIMOTHY SLOTTOW EVP - FINANCE & CFO 477340 0 180000 0 968 0 16500 0 15787 0 690595 0 0 0 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 285776 0 0 0 5588 0 34146 0 20783 0 346293 0 0 0 LAUREN NAHME VP - STRATEGY & INNOVATION 271528 0 70000 0 1230 0 26681 0 21303 0 390742 0 0 0 ELIZABETH HOKADA CHIEF INVESTMENT OFFICER 757383 0 369400 0 2210 0 72977 0 18071 0 1220041 0 31387 0 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 241971 0 0 0 843 0 19231 0 20108 0 282153 0 0 0 SCOTT PARKER HEAD OF SCHOOL - MAUI 201087 0 0 0 804 0 18026 0 7291 0 227208 0 0 0 M KAHEALANI NAEOLE-WONG HEAD OF SCHOOL - BIG ISLAND 243090 0 0 0 3507 0 24074 0 1918 0 272589 0 0 0 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 391616 0 88516 0 4725 0 44813 0 2136 0 531806 0 0 0 CARA NAKAMURA DIRECTOR - FINANCIAL ASSETS 325156 0 63911 0 300 0 42550 0 28717 0 460634 0 0 0 JON IWATANI DIRECTOR - FINANCIAL ASSETS 314488 0 57809 0 923 0 38745 0 10870 0 422835 0 0 0 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 305179 0 57253 0 630 0 38698 0 24080 0 425840 0 0 0 JEFF HEIDSIECK DIRECTOR - FINANCIAL ASSETS 275114 0 50032 0 2814 0 31366 0 2134 0 361460 0 0 0 BENJAMIN SALAZAR FORMER INT EVP - FIN & CFO 278778 0 0 0 840 0 31075 0 27855 0 338548 0 0 0 M WAI'ALE'ALE SARSONA FORMER INT VP-STRATEGIC PLNG 193171 0 0 0 840 0 19784 0 24941 0 238736 0 0 0 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 158350 0 0 0 1964 0 16508 0 20204 0 197026 0 0 0 WINONA WHITE FORMER VP - HUMAN RESOURCES 276673 0 7000 0 3594 0 27571 0 1579 0 316417 0 0 0 JOY KONO FORMER INTERIM VP - ADMIN. 152918 0 0 0 1710 0 16085 0 23357 0 194070 0 0 0 BURTON YUEN FORMER KEY EMPLOYEE 600111 0 212080 0 2174 0 65217 0 18212 0 897794 0 32212 0 SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL WAS PROVIDED TO A KEY EMPLOYEE (1), FORMER KEY EMPLOYEE (1), AND HIGHEST COMPENSATED EMPLOYEES (5). THESE INDIVIDUALS ARE ALL MEMBERS OF THE FINANCIAL ASSETS DIVISION, WHO ARE ALLOWED UNDER SPECIFIC BUT LIMITED CIRCUMSTANCES TO TRAVEL FIRST CLASS DUE TO THEIR EXTENSIVE NEED TO TRAVEL. THIS WAS NOT TREATED AS TAXABLE COMPENSATION TO THESE INDIVIDUALS. SCHEDULE J, PART I, LINE 7 THE CEO AND CURRENT OFFICERS PERFORMANCE AND ACCOMPLISHMENTS ARE REVIEWED AND EVALUATED EACH YEAR BY THE BOARD OF TRUSTEES, WHO, AT THEIR DISCRETION, MAY PROVIDE A BONUS PAYMENT TO THE CEO AND/OR CURRENT OFFICERS COMMENSURATE WITH SUCH PERFORMANCE AND ACCOMPLISHMENTS. THE PERFORMANCE AND ACCOMPLISHMENTS OF OTHER EMPLOYEES ARE REVIEWED AND EVALUATED EACH YEAR BY THE CEO, WHO, AT HIS DISCRETION, MAY PROVIDE A BONUS PAYMENT TO OTHER EMPLOYEES COMMENSURATE WITH SUCH PERFORMANCE AND ACCOMPLISHMENTS. SCHEDULE J, PART II, COLUMNS (B)(II), (C) AND (F) CERTAIN INVESTMENT PROFESSIONALS RESPONSIBLE FOR THE INVESTMENT PORTFOLIO HAVE A PORTION OF THEIR COMPENSATION PLACED 'AT RISKAWARDED ONLY WHEN SPECIFIC INVESTMENT RETURN BENCHMARKS ARE MET OR EXCEEDED. THE 'AT RISK' COMPENSATION PLAN IS ALIGNED WITH ENDOWMENT INDUSTRY STANDARDS. 8000 NEED BASED SCHOLAR SEE PART V JAMIE FONG SEE PART V 88318 SEE PART V false NELSON WONG SEE PART V 80381 SEE PART V false SCH L, PART III, GRANTS TO INTERESTED PERSONS: (C) AMOUNT OF ASSISTANCE: $8,000. (D) TYPE OF ASSISTANCE: NEED BASED SCHOLARSHIP. (E) PURPOSE OF ASSISTANCE: FINANCIAL AID WAS PROVIDED TO INTERESTED PERSONS TO PURSUE A DEGREE AT AN ACCREDITED POST-HIGH INSTITUTION. SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: JAMIE FONG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JAMIE FONG IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF RANDIE FONG, A FORMER OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $88,318 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO (A) NAME OF PERSON: NELSON WONG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: NELSON WONG IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF M. KAHEALANI NAE'OLE-WONG, A KEY EMPLOYEE OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $80,381 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO FORM 990, PART III, LINE 4A: IN 2015, KAMEHAMEHA SCHOOLS EMBARKED ON A BOLD VOYAGE THAT ENVISIONS, IN ONE GENERATION, A THRIVING LAHUI IN WHICH LEARNERS ACHIEVE POST-SECONDARY EDUCATIONAL SUCCESS, ENABLING GOOD LIFE AND CAREER CHOICES. LEARNERS WILL BE GROUNDED IN CHRISTIAN AND HAWAIIAN VALUES, AND BECOME LEADERS WHO CONTRIBUTE TO THEIR COMMUNITIES, BOTH LOCALLY AND GLOBALLY. AT THE HEART OF THIS JOURNEY ARE THOSE WHO SHARE THIS VISION TO ENSURE THAT ALL NATIVE HAWAIIANS HAVE THE OPPORTUNITY TO SUCCEED. STRONG COMMUNITY COLLABORATIONS, DONOR PARTICIPATION AND KEY STATE, NATIONAL AND INTERNATIONAL PARTNERSHIPS ARE VITAL TO CREATING THE MEANS TO PROPEL LEARNERS ONTO PATHS OF KNOWLEDGE AND CAREERS OF THEIR CHOICE. FOR THE FISCAL YEAR 2018-19, KAMEHAMEHA SCHOOLS HAD A TOTAL EDUCATIONAL SPEND OF $415 MILLION. EDUCATIONAL SPEND CONSISTED OF $221 MILLION ON CAMPUS-BASED PROGRAMS, $126 MILLION ON SCHOLARSHIPS AND COMMUNITY-FOCUSED PROGRAMS, AND $68 MILLION ON OTHER EDUCATIONAL COSTS - PRIMARILY CAPITAL, AND SUPPORT SERVICES. EDUCATIONAL SPENDING AND STUDENTS SERVED: * PRESCHOOLS: $34.8 MILLION SERVING 1,606 LEARNERS AT 29 PRESCHOOLS STATEWIDE. * TRI-CAMPUS: $185.9 MILLION SERVING 5,417 LEARNERS INCLUDING 688 GRADUATES AT THREE K-12 CAMPUSES: KS HAWAI'I (1,162 ENROLLED, 140 GRADUATED), KS MAUI (1,061 ENROLLED, 112 GRADUATED) AND KS KAPALAMA (3,194 ENROLLED, 436 GRADUATED). * SCHOLARSHIPS: $37.8 MILLION DISBURSED, SERVING 5,845 LEARNERS. * COMMUNITY ENGAGEMENT: $50.1 MILLION DISBURSED, SERVING 13,554 LEARNERS. * COMMUNITY INVESTING: $35.3 MILLION DISBURSED TO 102 ORGANIZATIONS SERVING 58,598 PARTICIPANTS. * INNOVATION: $3.2 MILLION DISBURSED TO 15 COMMUNITY ORGANIZATIONS. FOR MORE INFORMATION, INCLUDING A COPY OF KAMEHAMEHA SCHOOLS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR FISCAL YEAR 2019, PLEASE VISIT WWW.KSBE.EDU/ANNUALREPORTS. FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES BRAZIL CHILE CHINA COLOMBIA CZECH REPUBLIC DENMARK EGYPT GREECE HUNGARY ICELAND INDIA INDONESIA IRELAND ISRAEL JAPAN KUWAIT MALAYSIA NIGERIA NORWAY OMAN PERU POLAND PORTUGAL QATAR ROMANIA RUSSIAN FEDERATION SOUTH KOREA SWEDEN TAIWAN TURKEY UNITED ARAB EMIRATES UNITED KINGDOM FORM 990, PART VI, LINE 2: BISHOP HOLDINGS CORPORATION - MICAH KANE, LANCE WILHELM, ROBERT NOBRIGA, CORBETT KALAMA & ELLIOT MILLS (BUSINESS RELATIONSHIP - BISHOP HOLDINGS CORPORATION IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) KAMEHAMEHA INVESTMENT CORPORATION - MICAH KANE, LANCE WILHELM, ROBERT NOBRIGA, CORBETT KALAMA & ELLIOT MILLS (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) PAUAHI MANAGEMENT CORPORATION - MICAH KANE, LANCE WILHELM, ROBERT NOBRIGA, CORBETT KALAMA & ELLIOT MILLS (BUSINESS RELATIONSHIP - PAUAHI MANAGEMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) FORM 990, PART VI, LINE 11B: THE 5-STEP REVIEW PROCESS PRIOR TO THE RETURN BEING FILED CONSISTS OF THE FOLLOWING: (1) THE RETURN IS DRAFTED BY THE THIRD PARTY TAX RETURN PREPARER AND THEN REVIEWED BY THE TAX DEPARTMENT AND CONTROLLER'S DIVISION; (2) THE RETURN IS REVIEWED BY THE VICE PRESIDENT OF LEGAL, THE EXECUTIVE VICE PRESIDENT OF FINANCE, THE VICE PRESIDENT OF COMMUNICATIONS, AND THE CHIEF INVESTMENT OFFICER; (3) THE RETURN IS PROVIDED TO THE CEO FOR REVIEW; (4) A MEETING IS ARRANGED WITH THE CEO, REPRESENTATIVES FROM THE TAX DEPARTMENT AND THE THIRD PARTY TAX RETURN PREPARER TO REVIEW THE RETURN IN MORE DETAIL WITH THE CEO; (5) THE TAX DEPARTMENT, THE TAX RETURN PREPARER, AND THE CEO REVIEW THE RETURN IN DETAIL WITH THE TRUSTEES. FORM 990, PART VI, LINE 12C: COMPLIANCE IS ACCOMPLISHED AS FOLLOWS: ACTION REQUIRING APPROVAL BY THE CEO OR TRUSTEES MUST BE SUBMITTED VIA AN INTERNAL FORM, REQUEST FOR ACTION ("RFA"), THAT INCLUDES A SECTION ON CONFLICT OF INTEREST REVIEW, WHICH IS CONDUCTED BY THE LEGAL DEPARTMENT AND ANY CONFLICTS ARE DISCLOSED ON THE RFA. A PERSON WITH A CONFLICT MAY NOT PARTICIPATE IN THE DECISION OR INVOLVEMENT IN THE MATTER. IN ORDER TO DO A CONFLICT CHECK, EACH YEAR THE LEGAL GROUP SENDS OUT A REQUEST TO THE TRUSTEES AND MEMBERS OF EXECUTIVE MANAGEMENT TO COMPLETE AN ANNUAL DISCLOSURE FORM IN WHICH THEY DISCLOSE THEIR FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THEY ARE SHAREHOLDERS (OTHER THAN PUBLICLY TRADED COMPANIES) OR WHERE THEY SERVE AS AN OFFICER OR DIRECTOR. INDIVIDUALS ARE REQUIRED TO REPORT ANY CHANGES TO THEIR ANNUAL DISCLOSURE DURING THE YEAR TO LEGAL. THE LEGAL GROUP THEN MAINTAINS A DATABASE OF THE DISCLOSURES FOR USE IN DETERMINING WHETHER AN INDIVIDUAL HAS A CONFLICT IN A DECISION BEFORE HIM OR HER. FOR DECISIONS DELEGATED TO VICE PRESIDENTS OR STAFF BELOW A VICE PRESIDENT, THE RFA REQUIRES DISCLOSURE OF THIRD PARTIES INVOLVED IN THE MATTER TO BE APPROVED AND THE REQUESTOR MUST THEN CONDUCT A CONFLICT CHECK AND NOTE WHETHER THERE IS ANY CONFLICT. THOSE WHO HAVE A CONFLICT MAY NOT APPROVE THE TRANSACTION. FORM 990, PART VI, LINES 15A & 15B: THE CEO'S COMPENSATION IS APPROVED EACH YEAR BY THE BOARD OF TRUSTEES. AS PART OF THE APPROVAL PROCESS, THE HUMAN RESOURCE DIVISION OF KS PREPARES AN INTERNAL DOCUMENT (A REQUEST FOR APPROVAL, THE "RFA") FOR THE TRUSTEES' APPROVAL. THE RFA INCLUDES A CURRENT COMPENSATION REPORT WITH BENCHMARKS AND COMPARABILITY DATA PREPARED BY AN INDEPENDENT EXPERT, UNLESS THE REQUESTED COMPENSATION IS WITHIN THE COMPARABILITY INFORMATION PROVIDED BY THE EXPERT FROM THE PREVIOUS YEAR. THE RFA ALSO INCLUDES JUSTIFICATION FOR THE RECOMMENDED COMPENSATION. THE TRUSTEES THEN REVIEW THE RFA, DELIBERATE AND MAKE A DECISION. THE MINUTES OF THE TRUSTEES' MEETING AND DECISIONS ARE RETAINED. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED IN THE SAME MANNER AS ABOVE FOR THE CEO. FORM 990, PART VI, LINE 19: EACH YEAR THE TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS MUST SUBMIT THEIR ACCOUNT FOR THE YEAR TO THE PROBATE COURT IN HONOLULU, HAWAII FOR APPROVAL. AS PART OF THAT PROCESS, THE GOVERNING DOCUMENT (THE WILL AND CODICILS) AND THE AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE AND CAN ALSO BE PROVIDED UPON REQUEST. FORM 990, PART VII AND SCHEDULE J, PART II BEGINNING EFFECTIVE OCTOBER 2017, KAMEHAMEHA SCHOOLS CREATED A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR TRUSTEE MILLS. TRUSTEE MILLS DID NOT PARTICIPATE IN THE DECISION TO CREATE THE PLAN AND THE PLAN INCLUDES A SUBSTANTIAL RISK OF FORFEITURE REQUIRING TRUSTEE MILLS TO COMPLETE HIS TERM AS TRUSTEE IN ORDER TO BE ELIGIBLE TO RECEIVE A DISTRIBUTION. CONTRIBUTIONS UNDER THE PLAN EQUAL THE CASH COMPENSATION PAYABLE TO A KS TRUSTEE FOR A PLAN YEAR PLUS INCREASES, IF ANY, IN THE CONSUMER PRICE INDEX FOR THE GIVEN PLAN YEAR. AMOUNTS REPORTED AS DEFERRED COMPENSATION IN PART VII REPRESENT CONTRIBUTIONS UNDER THE PLAN FOR THE GIVEN PLAN YEAR. FORM 990, PART VII, LINE 1A, COLUMN B: THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO POSITION RANGES FROM 40 TO 60 HOURS FOR OFFICERS AND KEY EMPLOYEES. THE AVERAGE HOURS THAT THE TRUSTEES SPEND ON KAMEHAMEHA SCHOOLS BUSINESS MATTERS RANGES FROM 5-10 HOURS PER WEEK, WHICH INCLUDES ATTENDANCE AT THEIR REGULAR MEETINGS AND MEETINGS OF THE AUDIT COMMITTEE, AS WELL AS PARTICIPATION AND ATTENDANCE AT OTHER SCHOOL EVENTS SUCH AS GRADUATION, SCHOOL PERFORMANCES, ATHLETIC EVENTS, CULTURAL ENGAGEMENTS, AND ALUMNI EVENTS. IN ADDITION, AS AMBASSADORS OF KAMEHAMEHA SCHOOLS, THE TRUSTEES MAY DEVOTE ADDITIONAL TIME TO VARIOUS COMMUNITY LAHUI EVENTS AND ACTIVITIES. THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS BY ALL PERSONS LISTED IN PART VII RANGE FROM LESS THAN ONE HOUR PER WEEK TO TWO HOURS PER WEEK PER RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARIES (93,101) CUM. EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES (6,693,086) ------------ TOTAL OTHER CHANGES IN NET ASSETS (6,786,187) FORM 990, PART XII, LINE 2B AND PART IV, LINE 12: THE INDEPENDENTLY AUDITED FINANCIAL STATEMENTS OF KAMEHAMEHA SCHOOLS ARE CONSOLIDATED WITH THOSE OF ITS WHOLLY-OWNED SUBSIDIARIES (E.G. BISHOP HOLDINGS CORPORATION, ETC.) AND THEREFORE NOT ISSUED ON A SEPARATE BASIS. P&C INSURANCE COMPANY LLC 745 FORT STREET HONOLULU HI 96813 990315757 INSURANCE HI 3830513 12718535 KS KALOKO'ELI PROPERTIES LLC 567 SOUTH KING STREET SUITE 200 HONOLULU HI 96813 475464058 REAL ESTATE HI 1568545 25802627 KS KE ALI'I PAUAHI FOUNDATION 567 SOUTH KING STREET SUITE 160 HONOLULU HI 96813 943263044 FUNDRAISING HI 501(C)(3) 12 I KS true CHARLES REED BISHOP TRUST PO BOX 3466 HONOLULU HI 96801 996005262 SUPPORT ORG. 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